Senior Portfolio Systems Analyst, Croesus Support

Investigate complex inquiries and coordinate issue resolution.,Log call and email inquiries, and track issues to completion.,Serve as the primary contact for Wood Gundy branches, head office users, and CIBC Investor Services Inc., taking ownership of incoming calls and emails for timely resolutions.,Work collaboratively with colleagues and stakeholders, sharing information for escalation and delivering client-centric solutions.,Share responsibility for various recurring operational processes.,Prepare and maintain team documentation.,Provide statistical reporting to management.,Guide new team members.,Collaborate with Wealth Application Support partners (Wealth360 Support, My Client Support, Brokerage Application Support, WG Salesforce Support) and Wealth Management Technology (WMT) and Operations.,Work closely with business consultants and senior management to support application fixes and improvements.,Communicate changes to users and serve as a subject matter expert during training and development sessions.,Potentially provide cross-coverage and support for other Wealth Application Support teams (e.g., Wealth360, My Client, Brokerage Applications, and Salesforce) as business needs require.

Advanced computer skills with excellent working knowledge of Excel, PowerPoint & Power BI.,Knowledge of financial instruments such as stocks, options, fixed income, mutual funds, closed-end funds, structured notes, and ETFs.,Working knowledge of financial concepts and calculations such as bond amortization, accrued income, projected income, yields, performance, etc.,Critical thinking skills for decision making.,Bachelor's degree/diploma in business and/or information technology systems (or equivalent work experience).,Certified professional or equivalent work experience.,Completed the Canadian Securities Course (CSC) and/or experience in the brokerage industry.,Effective communicator, able to convey complex information clearly and concisely, both in writing and verbally.

Bachelor's Degree/Diploma

Ability to work independently in a room or office with a door that closes it off from noises and distractions.,Wired Internet connection, capable of continuously supporting excellent call quality and high-speed response rate (minimum download speed of 15mbps and upload speed of 10mbps).,Satellite internet providers are prohibited.,Must be able to attend primary CIBC location within two hours upon request (for remote workers).